Free Financial Health Assessment

Is Your Business
Primed for Growth?

Take our 3-minute Financial Health Scorecard to discover where your business stands and what steps to take next.

Results in 3 minutes

Takes 3 Minutes

Quick 8-question assessment designed for busy business owners

Personalized Insights

Get a custom score and recommendations tailored to your business

Benchmark Your Performance

See how your financial health compares to industry standards

100% Confidential

Your information is secure and will never be shared

How It Works

Our assessment evaluates 8 critical areas of financial health to give you a comprehensive view of your business.

1

Answer 8 Questions

Quick multiple-choice questions about your financial forecasting, reporting, cash flow, and strategic planning.

2

Get Your Score

Receive an instant score (0-24) and see which category your business falls into: Critical, At Risk, Developing, or Strong.

3

Take Action

Review personalized recommendations tailored to your industry and score, and get actionable next steps to improve your financial health.

What You'll Discover

Identify critical gaps in your financial management
Understand your readiness for growth or funding
Get actionable recommendations from CFO experts
Receive a detailed report via email

Ready to Assess Your Financial Health?

Join hundreds of business owners who have gained clarity on their financial position.